sábado, 1 de agosto de 2015

JUL 31 SIT EC y POL



JUL 31 SIT EC y POL

ZERO HEDGE


"Please remember, these people are our neighbors and friends. You have a skill that will be very much in need when this goes down. You are experts in the job market and you know what it takes to get hired. This is a time for us to step up and do what we can to help."
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Paying In A Broken World. Submitted by Tyler Durden on 07/31/2015

It does not matter what you hold your savings in only that it will retain value when conventional paper currencies become a despised possession. When that happens you need the ability to buy the things you need with what you physically have on hand. The question you must answer is what will you have on hand when that day comes.
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The journey from hubris to humiliation in EM has taken roughly 5 years. As BofAML notes, despite muted asset returns, 2015 has seen the emergence of two big trends: the risk of a bubble in US health care & technology; and the crash in EM/Resources/Commodities. The two trends are best exemplified by the "Map of Hubris & Humiliation" which shows among other things that the market cap of MSCI Russia is currently equivalent to Intel’s, while the market cap of Netflix equals that of MSCI Chile.

[ Eso solo indica que la explosiva concentración del capital y la riquezas se hizo a costa de hundir a la periferia y que todo eso fue posible gracias al fraude financiero, al vulture capital o capital buitre y al chantaje y la coima imperial. En otras palabras eso significa que se han dado las condiciones materiales para un nuevo ciclo de revoluciones a nivel mundial. Esta vez contra el sistema neoliberal quw asfixia e impide el desarrollo de pueblos y Estados Nacion.  Esto último depende del nivel de organización y coordinación que logren estos pueblos oprimidos del mundo para su liberación ]
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"...seen from the proper angle, the dollar is revealed to be a paper thin instrument of warfare, a ripple effect on the people, a twisted illusion, a weaponized money now engaged in a covert economic warfare that threatens their very livelihood."
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Amid the collapse in commodities, crashing Chinese stocks, the weakest US wage growth in US history, and a data-dependent Fed; Goldman Sachs fears the new normal is 'shorter-and-faster' business cycles with no persistence primed by monetary policies. Most wprryingly, they conclude, will short business cycles beget shorter business cycles?

[Los multi-millonarios la ven claro .. el colapso del sistema neoliberal es evidente.  Pero los pueblos oprimidos no tienen ese nivel de conciencia .. el pueblo de Grecia lo probo .. ni siquiera pudieron articular estados nación de Europa que sufren el mismo problema .. cayeron en la trampa del dialogo y las encerronas con la troika .. estos vencieron .. pero fue victoria pírrica y derrota pasajera para unos y para los otros .. Hoy ninguno de ellos sabe cómo salir del embrollo (riddle).. Para los de abajo el problema  es como salir de la trampa ‘austeridad’ sin caer en la trampa “exterminio económico y militar” que les prepara el imperio .. Eso supone convencer a las masas de que el euro es el mas letal veneno azucarado para un Estado-nacion y para el futuro de sus hijos .. Sin que se muestre la miseria que eso ya viene creando va a ser difícil .. se requiere el control de la prensa o crear una prensa alternativa que muestre la verdad y eso no se puede hacer sin ayuda de estados soberanos del BRICS y/o de financistas pro-autonomia .. Esto si se puede lograr desde arriba, pero abajo se requiere armar brigadas internacionales pro- autonomía, y sobre todo claridad en la aternativa post-neoliberal… En esto último, hay claridad sobre la necesidad de un modelo mixto que combine el capital productivo venga de donde venga, con el Estado gestor económico en representación de la nacion .. Eso equivale a hablar de SOEs (State owned enterprises) , y/o del Modelo de Tito en la experiencia Yugoslava; y/o del modelo escandinavo :  democracia de mercado con responsabilidad  social.. El que mejor sirva a las circunstancias de frenar el fraude financiero del modelo neoliberal… Es falso de que no hay modelo alternativo. Si los hay y son varios en Europa y uno en el USA, el del FD Roosevelt : el Glass-Steagal Act o New Deal que habría que adaptarlo a la realidad actual… Alternativas existen, lo que no existe aún es voluntad organizativa en esa dirección ]
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The IMF Experts Flunk, Again. Submitted by Tyler Durden on 07/31/2015

The IMF failures in Greece bring back vivid memories of the Asian Financial Crisis of 1997-98... As the Indonesian episode should teach us, the IMF’s management can be very political and often neither trustworthy nor competent. Greece offers yet another chapter.

[ El IMF es una agencia del imperio Americano .. sus financistas tienen el 17% de las acciones, pero sobre todo tienen  una web de burócratas sirvientes bien pagados..   y sirvientes no del interés europeo pero si de las mafias que controlan las finanzas americanas (case in point: el fraude inmobiliario.. les empaquetaron casas nuevas y viejas que supuestamente estaban en default .. las nuevas los estaban, las viejas no.. y les infestaron su sistema bancario).. El IMF no es una entidad autónoma y jamás le intereso Grecia .. lo que si le interesa es mantener con vida a los cancerberos de la Banca Europea y de la Union. Lo cierto es que esta Union solo tiene un eje: Alemania, es por tanto un organismo ultra-centralizado que asfixia al resto.  Aun si se descentraliza con una Federación, el eje financiero seguiría siendo Aleman, sin esta pata se cae la mesa y el euro. Se trata de un organismo artificial con pocas esperanzas de vida. Al imperio americano le importa mantener este cadáver mientras sirva a sus planes guerreristas, por tanto los usara y sacrificara como ocurre con las sanciones contra Rusia… Los seguirá usando mientras eso sea posible. Hoy lo es .. pronto no lo será. ]
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"We warn soldiers of (Division 30) against proceeding in the American project. We, and the Sunni people in Syria, will not allow their sacrifices to be offered on a golden platter to the American side."

[ Que algunos grupos de Al-Qaeda hayan logrado cierto nivel de autonomía frente a sus patrones de la CIA, el Penta y NATO es posible .. eso solo indica que los mercenarios se venden a quien mejor les paga y  arma .. nadie en su juicio sano confiaría en ellos .. y no creo que Bashar Assad lo haría ]
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Presidential hopeful Bernie Sanders recently raised the ire of both progressives and libertarians with his remarks concerning immigration. In just a few sentences, Sanders manages to demonstrate a hodgepodge of nativist, nationalist, protectionist, and socialist sentiments. But for anyone wondering why he wandered off the progressive narrative on immigration, it’s because protectionist labor unions pay him better than, say, La Raza.

[ A Sanders lo pueden denigrar en forma ruda o suave como aquí .. esta vez buscan separarlo de los latinos.. Pierden su tiempo, la lógica racista no funciona con los latinos… funciona bien entre los caucásicos que ven las elecciones en términos de dinero, “quien tiene para comprar votos en la prensa gana la contienda”, es casi una regla.  En en el sur la lógica es diferente ..  en Peru el candidato mejor  pagado en la prensa americana perdió las elecciones y justo por eso, por tratar de comprar el voto.  Me refiero al caso  Mario Vargas Llosa, entre otros. .. Yo soy peruano-americano y cuando conversaba con otros latinos note esa hermosa coincidencia: todos estaban a favor de Sanders. Yo también ]
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A Hillview man has been arrested after he shot down a drone flying over his property - but he's not making any apologies for it. "I just think you should have privacy in your own backyard," said William Merideth, 47, "I went and got my shotgun and I said, "I'm not going to do anything unless it's directly over my property."" That moment soon arrived, "within a minute or so, here it came... it was hovering over top of my property, and I shot it out of the sky." Merideth was arrested and charged with first degree criminal mischief and first degree wanton endangerment...

[ Lo que ocurre hoy va a ser lo más común cuando estalle la Guerra  de pueblos y naciones contra el sistema neoliberal .. quiza no solo se dispare a drones.. quizá también a avionetas de los ricos ]
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The “war on terror” is a status quo fraud perpetuated by the oligarch-controlled mainstream media and authoritarian members of Congress as a way to systematically strip the American public of its freedom and civil rights in the name of fighting an outside enemy. This tried and true tactic has been used by statists throughout history, and history is indeed repeating itself here in the “land of the free.”
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Having claimed 'foreign interests' were "waging an economic war" against China, it was ironic that the most outspoken of Chinese SOEs is now under investigation for 'selling' shares when it was told not to. As Reuters reports, China is extending its dragnet for "malicious sellers" to Hong Kong and Singapore as the witchhunt blame-mongery continues, Rather ominously, the China Securities Regulatory Commission (CSRC) has demanded trading records to try to identify those with net short positions who would profit in case of further falls in China-listed shares, three sources at Chinese brokerages and two at foreign financial institutions said. Even more incredibly, as Bloomberg reports, despite total ignorance by US regulators, China is 'daring' to crackdown on market manipulation via 'spoofing'.

[ Lo que muestra el caso Chino es que el modelo neoliberal  -sea cualquiera el sitio donde opere- es un nido de ratas. Por eso decíamos que la peste mas letal de todos los tiempos es la peste de las ratas neoliberales .. esta es peor que la peste de ratas que invadió Europa a fines de la edad media e inicios de la revolución industrial . Esta es global y de aquí nacen los nuevos grandes ricos del mundo ]
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AS VALUEWALK DETAILS, exit volume exploded last quarter to $125 billion - the highest level on record - raising the question: "if everything is so awesome, why the smartest people in the room selling to the public at the heaviest pace ever?"
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Spot The Greek Referendum. Submitted by Tyler Durden on 07/31/2015

When fiat fragility shows its fecklessness, it appears people turn to the alternatives...
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"Turkey's interest in northern Syria and northern Iraq is not an abstraction triggered by a group of religious fanatics calling themselves the Islamic State; it is the bypass, intersection and reinforcement of multiple geopolitical wavelengths creating an invisible force behind Ankara to re-extend Turkey's formal and informal boundaries beyond Anatolia."
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Our monetary politburo is driving the US economy in the wrong direction. That is, toward dis-employment of its true, wealth-creating economic resources - human labor, entrepreneurial talent and market driven gains in economic factor efficiency. Contrary to this week’s self-congratulatory statement, all is not well and its not getting weller.
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This erosion of opportunities to complete life's stages and core dramas is rarely recognized, much less addressed. The End of Secure Work and the diminishing returns of financialization are disrupting these core human challenges and frustrating those who are unable to proceed to the next stage of life...
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Below-the-surface breakdowns strengthen BCA Research's conviction that investors should stay defensive. Technically, the S&P 500 looks weak. Breadth has thinned considerably this year. Less than 50% of S&P 500 industry groups are trading above their 40-week moving average and/or have a positive 52-week rate of change.
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The so-called “trustees” of the social security system issued their annual report last week and the stenographers of the financial press dutifully reported that the day of reckoning when the trust funds run dry has been put off another year - until 2034. So take a breath and kick the can. That’s five Presidential elections away!
...Except that is not what the report really says.
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Paper gold prices continue their extreme volatility ride, spiking $20 as the dismal ECI data hit this morning (as we pre-suppose weak data means moar money printing inevitably coming down the pike)...
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The quarterly increase in US wages was just 0.2% - a third of the 0.6% rise expected - and a meager 2% increase Y/Y in line with all the other depressed BLS data, which dashes the "wage growth is looming" meme and crushed the 0.7% rise in Q1 that had so many hopeful of escape velocity any day now.
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Submitted by Tyler Durden on 07/31/2015 - 07:57
  • U.S. stock futures slip amid lukewarm earnings, fall in commodities (Reuters)
  • Stressful times for low-polling Republicans who may miss debate stage (Reuters)
  • Trump shows staying power with surge ahead of first debate (Reuters)
  • China Market Manipulation Probe Targets Spoofers After Crash (BBG)
  • Beijing Chosen to Host 2022 Winter Olympics (WSJ)
  • Obama Warns Support on Iran Deal ’Getting Squishy’ Amid Pressure (BBG)
  • Pacific trade negotiators chase elusive final deal in tough talks (Reuters)
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While the overall unemployment rate for the Eurozone also unchanged at 11.1%, it was renewed concern about what is going on in Italy, where unemployment rose from 12.5% to 12.7%, while Italy's youth unemployment rate, which surprisingly jumped by nearly 2% to 44.2%, a record level.  As Bloomberg put it, "Italy’s jobless rate unexpectedly rose in June as businesses continue to dismiss workers amid concerns that the country’s exit from recession may not be sustainable."
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INFORMATION CLEARING HOUSE

"It's hard to get a man to understand something when his salary depends upon his not understanding."
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Republicans say they oppose the agreement for two reasons. First, it will not succeed. Second, it will succeed
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The Washington Post’s descent into the depths of neoconservative propaganda – willfully misleading its readers on matters of grave importance – apparently knows no bounds


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The endless and steadily growing flood of refugees – are the direct result of western destructive interventions in these peoples’ home countries
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The bizarre attempt to have me indicted on… treason charges, reflects something much broader.
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The Greek government was broken Mafia-style at the knees, until it was forced to abandon its national sovereignty.
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How corporations take control of countries, and how capitalism drives the expansion of the Military Industrial Complex
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GLOBAL RESEARCH

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NEWS IN SPANISH

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El TPP, “película del terror”. Salvador González Briceño
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Perú.  La batalla está planteada. Gustavo Espinoza M.
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